Upload a disclosure document

Upload locally created disclosures in the Operational Sustainability Management application instance.

始める前に

Role required: sn_esg.admin or the owner of the disclosure

手順

1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Lists > Disclosures > Narrative disclosures.
2. Open the locally created disclosure.
3. Select Upload disclosure document.
4. Open the document and copy the unique document ID by selecting the copy icon.
   1. In the Document ID field, provide the unique ID by opening the document and copying the ID.
   2. Select Save.
5. Select the download icon to download the document.
6. Delete the document already present.
7. Make the necessary edits to the document.
8. To upload the new document, select Attach file and browse for the document to upload.
9. Select Save.

タスクの結果

• The disclosure document is synced. The data takes some time to sync.
• The corresponding claim records are synced and created in the disclosure.